AVK vs RSPH
Comparison between Advent Convertible and Income Fund (AVK, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).
5-Year PerformanceAVK has outperformed RSPH, delivering a return of +5.4% compared to +2.3%
AVK vs RSPH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVK vs RSPH - Historical Returns
Returns include dividend reinvestment.
AVK vs RSPH - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | AVK | RSPH |
|---|---|---|
| 2026 | +7.28% | -1.63% |
| 2025 | +19.95% | +9.74% |
| 2024 | +19.76% | -2.26% |
| 2023 | +16.15% | +4.02% |
| 2022 | -34.02% | -8.63% |
| 2021 | +31.87% | +23.77% |
| 2020 | +17.44% | +18.65% |
| 2019 | +33.44% | +26.88% |
| 2018 | -14.12% | -1.95% |
| 2017 | +17.14% | +21.73% |
| 2016 | +17.46% | -2.60% |
| 2015 | -11.00% | +7.92% |
| 2014 | -6.13% | +30.55% |
| 2013 | +21.73% | +38.38% |
| 2012 | +13.22% | +17.97% |
| 2011 | -12.06% | +5.17% |
| 2010 | +25.01% | +9.39% |
| 2009 | +45.72% | +35.00% |
| 2008 | -46.86% | -25.51% |
| 2007 | -9.22% | +10.37% |
| 2006 | +35.65% | +1.31% |
| 2005 | -6.96% | N/A |
| 2004 | +9.88% | N/A |
| 2003 | +11.70% | N/A |
AVK vs RSPH Drawdown Comparison
The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current AVK drawdown is -2.52%. The current RSPH drawdown is -5.33%.
| Rank | AVK | RSPH |
|---|---|---|
| #1 | -67.35% Jul 3, 2007 - Feb 25, 2011 | -40.49% Jun 4, 2007 - Dec 28, 2009 |
| #2 | -49.75% Feb 20, 2020 - Nov 16, 2020 | -30.43% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -38.46% Dec 31, 2021 - Jun 26, 2025 | -21.95% Dec 30, 2021 - Mar 27, 2024 |
| #4 | -36.50% Aug 21, 2014 - May 1, 2017 | -19.59% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -31.14% Mar 4, 2011 - Apr 26, 2013 | -19.33% Sep 28, 2018 - Jul 3, 2019 |
| #6 | -21.42% Oct 1, 2018 - Apr 8, 2019 | -19.08% Jul 22, 2015 - Apr 28, 2017 |
| #7 | -17.57% Apr 2, 2004 - Oct 7, 2004 | -17.13% Sep 19, 2024 - Nov 25, 2025 |
| #8 | -14.24% Jan 28, 2026 - Apr 20, 2026 | -14.60% Mar 23, 2010 - Dec 10, 2010 |
| #9 | -13.93% Jan 3, 2005 - Aug 3, 2005 | -12.21% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -12.65% May 17, 2013 - Nov 29, 2013 | -10.87% Jan 21, 2026 - Mar 27, 2026 |
| #11 | -11.33% Sep 6, 2005 - Jan 25, 2006 | -9.04% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -10.28% Nov 15, 2021 - Dec 23, 2021 | -8.14% Apr 2, 2012 - Sep 4, 2012 |
| #13 | -9.43% May 28, 2003 - Oct 6, 2003 | -8.00% Jun 8, 2020 - Jul 15, 2020 |
| #14 | -8.73% Jan 26, 2018 - Aug 9, 2018 | -7.83% Mar 28, 2024 - Aug 23, 2024 |
| #15 | -8.18% Jul 13, 2021 - Aug 9, 2021 | -7.76% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between AVK and RSPH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
AVK vs RSPH dividend yield comparison.
| Year | AVK | RSPH |
|---|---|---|
| 2026 | 5.51% | 0.18% |
| 2025 | 11.22% | 0.70% |
| 2024 | 11.71% | 0.71% |
| 2023 | 12.36% | 0.66% |
| 2022 | 12.90% | 0.64% |
| 2021 | 15.13% | 0.50% |
| 2020 | 8.51% | 0.51% |
| 2019 | 9.04% | 0.54% |
| 2018 | 11.21% | 0.53% |
| 2017 | 8.10% | 0.47% |
| 2016 | 7.67% | 0.48% |
| 2015 | 8.33% | 0.49% |
| 2014 | 6.89% | 0.43% |
| 2013 | 6.08% | 0.42% |
| 2012 | 6.99% | 1.60% |
| 2011 | 9.15% | 0.68% |
| 2010 | 8.74% | 0.33% |
| 2009 | 7.23% | 0.37% |
| 2008 | 18.12% | 1.00% |
| 2007 | 9.42% | 0.19% |
| 2006 | 9.13% | 0.06% |
| 2005 | 11.46% | 0.00% |
| 2004 | 9.47% | 0.00% |
| 2003 | 5.60% | 0.00% |
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